Mortgage Broker

With a several years’ experience in financial planning and wealth management, Jonathan made the move to become a mortgage broker to help other Australians buy real estate and build the life they want.

Having built a solid property investment portfolio in his own right, he has long recognised that the biggest challenge in building wealth in real estate is getting approved for a home loan that best suits your long term goals.

Jonathan truly is a home loan expert that will keep in close contact with you, from your initial enquiry through to settlement and beyond. Your success is his success.

Jonathan’s specialties


Jonathan’s experience

Jonathan has worked in finance and investing for some time, including more than two years in financial planning.

His first role was as a financial adviser at Perpetual working with high net worth clients to build investment portfolios that best suited their risk profile.

His financial advisory career continued at National Financial Advisers as head of ongoing service for retail clients (small investors).

During this time, Jonathan started investing in property (at the end of 2012) and in 2015, wrote Australian Property Investing: 2016 (available as Kindle download), which went to #1 in the ‘Buying & Selling Homes’ category on Amazon.

Later, in 2016, he founded the Australian Property Podcast (available on iTunes).

Overall, Jonathan’s finance and investment experience spans 10 years so you can be sure that you’re working with an expert.

Want to join our team as a mortgage broker?

We’re always looking to hire the right candidate!

Please send through your resume through to careers@homeloanexperts.com.au.

Jonathan’s qualifications

  • Diploma of Business (Marketing) – North Sydney Institute (NSI).
  • Certificate IV in Advertising – NSI.
  • Diploma of Financial Services – Financial Services Institute of Australasia (FINSIA).
  • Graduate Diploma of Applied Finance – Kaplan.
  • Diploma of Finance and Mortgage Broking – National Finance Institute.

Awards

MPA Young Guns 2018

Jonathan was nominated by the top professionals and leaders in the mortgage broking industry to make Mortgage Professional Australia‘s ‘Young Guns’ list of 2018.

Only 30 brokers in Australia make the list so this is a massive achievement.

As one of our most senior mortgage brokers, Jonathan continues to turn the home owning dreams of many Australians into a reality.


Jonathan in the news

Jonathan has been featured on a number of television and radio programs as well as in print publications, most notably:


Testimonials

CYC

Greater Melbourne (Metropolitan), VIC, AU

Kudos to Jonathan and Uttam for their great services ! They are very professional, knowledgeable, very patience to any of our queries/request and fast reply to our email. This is our first time dealing with broker for home loan and we were surprised that they made the whole process much simple and efficient for us. They even put our matter on high priority and rushed the bank to have our loan document ready in very short notice as my husband will be overseas. We are very happy with the recommended home loan package and will definitely use their service again and highly recommend them !

Michaela D.

South East Queensland, QLD, AU

From my first phone call with Jonathan I knew we were in the right hands. Jonathan from Home Loan Experts was incredibly professional and efficient. He gave us many options (where another mortgage broker we were dealing with prior to Jonathan had not) and found the very best product for our needs. I honestly could not recommend Jonathan highly enough. Once our loan was approved the process through to settlement was so smooth, with Sam (the loan processing officer) keeping us thoroughly informed. If you are looking at refinancing, call them. We could not be happier.

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